Latest Blog Posts

What if Treating Your Children Fairly Means Unequal Inheritances?

Posted on: October 17th, 2014

When planning their estate, most parents express the desire to treat their children equally out of a sense of fairness. However, sometimes being fair or doing what's right by your children may not mean equal or the same inheritances....

Estate Planning Basics for Newlyweds – How to Get Prepared for the Unexpected

Posted on: October 9th, 2014

It's that time of year - the time for beautiful weddings, fun receptions, delicious cakes, special gifts, and romantic honeymoons. While this is a joyous time for everyone, it's also time for you and your new spouse to plan for your future - for richer or for poorer, in sickness and in health. ...

Five Tips to Remove Financial Hassle from Your Life

Posted on: October 3rd, 2014

Everyone faces hassles in life. We can't escape them completely, but if we can minimize them, our quality of life improves. There are hassles in managing your finances and wealth, too. Here are five tips that will help you get financial aggravation under control....

Strategies for Those Awkward Financial Discussions

Posted on: September 26th, 2014

There may be people close to you (spouse, parents, children) who are practicing financial behaviors that are unproductive or destructive. You want to help them get back on track, but you don't want to come across as judgmental or condescending, or put them on the defensive....

Estate Planning

Posted on: September 12th, 2014

Many people believe that estate planning is only for people who are particularly wealthy, have elaborate schemes in mind for passing their money to their heirs, or for people who are acutely ill and contemplating their death. This could not be farther from the truth!...